Evenlode is an independent investment company based in Chipping Norton, Oxfordshire. Supporting their long-term investment approach, Evenlode is structured as a multi-generational company, with the equity of the business held by the Evenlode Trust, for the benefit of all employees.

Evenlode has one overarching investment philosophy – “Invest in high quality, cash generative companies at sensible valuations.” This philosophy is at the core of the three complementary strategies they manage: UK Equity Income, Global Equity Income and Global Equity Growth – which also share the same research team. Each strategy has lead managers, supported by the wider investment team– all of whom participate in decision-making for any portfolio changes. It’s a genuinely collegiate and team-based approach to managing money.

Evenlode has a highly developed approach to analysing risk and continuously look to improve their understanding of the fundamental business risks of the companies they invest in. Their extensive research is stored on a proprietary platform, called EDDIE, which includes tools to support investment decisions and all stewardship and engagement actions.